Transaction List
transaction_listRead-onlyIdempotent
Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| note | No | Usually omit this. Optional one-line insight rendered inside the card. Only pass it when you ALREADY have the figures in hand from a call you made for another reason — never make an extra tool call just to write a note, because that round trip delays the card itself. When you do add one, say something the card does not already show (what drove a change, what to watch), in one sentence, and never guess a number. | |
| view | No | Which cut of the window to open on. 'recent' is newest-first, the plain list. 'largest' leads with the biggest charges. 'unusual' shows only the charges well above what that merchant or category normally costs — this is the answer to "anything odd this month", not a spending breakdown. The user can switch between the offered cuts on the card without asking again, so pick the one that answers the question and leave the rest to them. Use `views` to change which cuts are offered. | recent |
| limit | No | Max transactions to load. Raise past the default 20 only if the user wants the full list. | |
| views | No | Which cuts to offer as segments on the card. Omit for all three, which is usually right — the user can then explore without asking again. Narrow it only when a cut would be meaningless for what was asked: a single-merchant list has little to call unusual, and a one-week window has little to rank. Listing a single cut drops the control entirely and renders a plain list, so use that when the question has exactly one sensible answer. | |
| period | No | Window: 7d, 30d, mtd (this month so far), lastMonth (the whole previous calendar month), 3mo, 6mo, ytd, 1y or all. Ignored when startDate/endDate are given. Defaults to mtd. | |
| endDate | No | Window end, YYYY-MM-DD. | |
| category | No | Category or plain term, e.g. 'Food & Dining', 'restaurants', 'rent', 'gas'. Omit for all categories. | |
| merchant | No | Single store or brand, e.g. 'Whole Foods', 'Netflix'. | |
| nextSteps | No | One short follow-up the user might ask next, in the form icon|question — 'calendar|Show me last month'. Phrase the question the way the user would say it, and take the icon from the table in the app instructions; any other name renders blank. Always supply 2-3. The card itself ignores them. | |
| startDate | No | Window start, YYYY-MM-DD. |